michael.pendergrass
Acronym
Dispatch
Product ID
Dispatch
Logo
Description
The easiest way to onboard clients.
Images
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Details
- Automated. bi-directional syncing with wealth tech's most popular tools
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Details
- Automatically ingest client data from commonly collected documents such as driver's licenses and tax statements.
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Details
- Open multiple accounts for multiple clients in one workflow.
Features
Dispatch makes onboarding with Schwab effortless by collecting client data once and handling the rest automatically.
- Send client data directly into Schwab Advisor Center to open accounts seamlessly
- Complete firm-specific forms without manual entry
- Bi-directionally sync client data across your CRM, financial planning, and document storage tools
Vendors
Management Style
Schwab Products
Solution